See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,938 | $32,117-28.6% | $71,086-67.7% | $64,186-64.3% |
| Participation rate | 35.9% | 42.7%-6.8pp | 54.7%-18.8pp | 69.6%-33.7pp |
| Annual return | -8.15% | -5.57%-2.6pp | 650.59%-658.7pp | 7.63%-15.8pp |
| Employer contribution / active EE | $398 | $712-44.1% | $1,088-63.4% | $2,381-83.3% |
| Participant deferral / active EE | $538 | $1,263-57.4% | $1,874-71.3% | $3,470-84.5% |
| Admin fee / account holder | $118 | $2,759-95.7% | $3,082-96.2% | $4,888-97.6% |